Public record / Tickers / PAAS

PAAS — PAN AMERICAN SILVER CORP

Both disclosure regimes on one name: who in Congress filed about PAAS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
4
all PTR rows naming PAAS
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
02-13
filed 2026-02-13
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Gilbert Ray Cisneros, Jr. · $50.0K–$100K

Sale · traded 2026-01-27 → filed 2026-02-13. Ranked over every PAAS row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PAAS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PAAS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 01-27 +17d$50K–$100K
2021-05-17Thomas R. Carper D–DEPurchase · SP (spouse-owned)Traded 2020-11-20 LATE·178d$1K–$15Kamendment pending
2016-07-03Mick Mulvaney R–SC-5SaleTraded 06-29 +4d$1K–$15K
2015-02-04Mick Mulvaney R–SC-5SaleTraded 02-04 +0d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in PAAS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PAAS in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-311−$100K to −$50.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · PAAS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PAN AMERN SILVER CORP

Merged timeline of congressional filings and notable-manager moves on PAAS
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+20,337 sh
2026-05-15Bridgewater Associates 13Fnew+151,463 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of PAAS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$839M1
2VANGUARD CAPITAL MANAGEMENT LLC$626M1
3BlackRock, Inc.$480M1
4JANE STREET GROUP, LLC$348M1
5Capital International Investors$311M1
6Invesco Ltd.$246M1
7ROYAL BANK OF CANADA$215M1
8FIL Ltd$211M1
9VANGUARD FIDUCIARY TRUST CO$200M1
10MILLENNIUM MANAGEMENT LLC$197M1
11DIMENSIONAL FUND ADVISORS LP$192M1
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184M1
13Connor, Clark & Lunn Investment Management Ltd.$171M1
14MORGAN STANLEY$168M1
15Tidal Investments LLC$162M1
16MANUFACTURERS LIFE INSURANCE COMPANY, THE$156M1
17BANK OF MONTREAL /CAN/$147M1
18CANADA PENSION PLAN INVESTMENT BOARD$146M1
19Qube Research & Technologies Ltd$145M1
20Legal & General Group Plc$144M1
21Amundi$143M1
22TD ASSET MANAGEMENT INC$141M1
23CITADEL ADVISORS LLC$136M1
24JUPITER ASSET MANAGEMENT LTD$135M1
25First Eagle Investment Management, LLC$132M1
26MACKENZIE FINANCIAL CORP$123M1
27BANK OF AMERICA CORP /DE/$101M1
28CIBC Asset Management Inc$98.6M1
29AMERICAN CENTURY COMPANIES INC$92.2M1
30Vanguard Global Advisers, LLC$91.5M1
31DEUTSCHE BANK AG\$90.2M1
32TWO SIGMA INVESTMENTS, LP$85.2M1
33SPROTT INC.$77.9M1
34Swiss National Bank$77.6M1
35Point72 Asset Management, L.P.$77.5M1
36Evergreen Quality Fund GP, Ltd.$71.7M1
37RENAISSANCE TECHNOLOGIES LLC$71.1M1
38Man Group plc$70.7M1
39FMR LLC$69.8M1
40SCHRODER INVESTMENT MANAGEMENT GROUP$61.1M1
41TORONTO DOMINION BANK$58.8M1
42CHARLES SCHWAB INVESTMENT MANAGEMENT INC$56.3M1
43UBS Group AG$56.0M1
44AQR CAPITAL MANAGEMENT LLC$52.9M1
45PICTON MAHONEY ASSET MANAGEMENT$44.4M1
46Allspring Global Investments Holdings, LLC$42.2M1
47SUSQUEHANNA INTERNATIONAL GROUP, LLP$41.2M1
48VANGUARD ASSET MANAGEMENT, Ltd$40.1M1
49NATIONAL BANK OF CANADA /FI/$38.6M1
50CIBC WORLD MARKET INC.$38.5M1
51BARCLAYS PLC$37.8M1
52Trexquant Investment LP$36.0M1
53DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$35.2M1
54BANK OF NOVA SCOTIA$33.1M1
55Allianz Asset Management GmbH$30.4M1
56Capital International, Inc./CA/$30.1M1
57TD Waterhouse Canada Inc.$29.7M1
58Quadrature Capital Ltd$28.8M1
59BNP Paribas Asset Management Holding S.A.$27.8M1
60Nuveen, LLC$24.5M1
61IMC-Chicago, LLC$22.5M1
62Federation des caisses Desjardins du Quebec$20.5M1
63BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$19.8M1
64AVIVA PLC$19.7M1
65PANAGORA ASSET MANAGEMENT INC$19.7M1
66ALPS ADVISORS INC$19.0M1
67Walleye Trading LLC$18.8M1
68Weiss Asset Management LP$18.7M1
69Groupe la Francaise$18.5M1
70FRANKLIN RESOURCES INC$18.4M1
71RAYMOND JAMES FINANCIAL INC$17.7M1
72Y-Intercept (Hong Kong) Ltd$17.3M1
73BW Gestao de Investimentos Ltda.$17.3M1
74Wealth High Governance Capital Ltda$17.3M1
75D. E. Shaw & Co., Inc.$16.9M1
76GROUP ONE TRADING LLC$16.4M1
77Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group$15.6M1
78WESTWOOD HOLDINGS GROUP INC$15.4M1
79Wealth High Governance Asset Management Ltda.$14.6M1
80BUILDER INVESTMENT GROUP INC /ADV$14.6M1
81CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$14.6M1
82Janus Henderson Group Ltd.$14.6M1
83Andra AP-fonden$14.3M1
84WELLS FARGO & COMPANY/MN$14.0M1
85Financial Sense Advisors, Inc.$14.0M1
86Cetera Investment Advisers$13.8M1
87HATCH COVE CAPITAL, LLC$13.4M1
88Zurcher Kantonalbank (Zurich Cantonalbank)$13.3M1
89Triasima Portfolio Management inc.$12.2M1
90LPL Financial LLC$11.7M1
91Pictet Asset Management Holding SA$11.5M1
92Gotham Asset Management, LLC$11.5M1
93Vanguard Investments Australia, Ltd.$11.4M1
94PKO Investment Management Joint-Stock Co$10.7M1
95Lombard Odier Asset Management (Europe) Ltd$10.2M1
96INTECH INVESTMENT MANAGEMENT LLC$10.0M1
97Leonteq Securities AG$9.8M1
98Squarepoint Ops LLC$9.8M1
99ARS Investment Partners, LLC$9.4M1
100Ruffer LLP$9.3M1
101WELLINGTON MANAGEMENT GROUP LLP$9.0M1
102ExodusPoint Capital Management, LP$9.0M1
103UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$8.9M1
104Rockefeller Capital Management L.P.$8.9M1
105GUGGENHEIM CAPITAL LLC$8.7M1
106PUBLIC SECTOR PENSION INVESTMENT BOARD$8.6M1
107SEI INVESTMENTS CO$8.4M1
108Engineers Gate Manager LP$8.3M1
109Bridgewater Associates, LP$8.3M1
110Cannell & Spears LLC$8.2M1
111Korea Investment CORP$8.0M1
112Aristides Capital LLC$7.8M1
113OPPENHEIMER & CO INC$7.7M1
114CITIGROUP INC$7.3M1
115STATE OF WISCONSIN INVESTMENT BOARD$7.3M1
116Steadtrust LLC$7.1M1
117NFJ INVESTMENT GROUP, LLC$7.0M1
118Kestra Advisory Services, LLC$6.7M1
119OCCUDO QUANTITATIVE STRATEGIES LP$6.7M1
120NORTHERN TRUST CORP$6.5M1
121Beacon Pointe Advisors, LLC$6.5M1
122BFSG, LLC$6.3M1
123Alberta Investment Management Corp$6.2M1
124HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6.2M1
125HSBC HOLDINGS PLC$6.2M1
126Walleye Capital LLC$6.2M1
127USS Investment Management Ltd$6.0M1
128Schonfeld Strategic Advisors LLC$5.7M1
129BALYASNY ASSET MANAGEMENT L.P.$5.6M1
130Jain Global LLC$5.5M1
131683 Capital Management, LLC$5.5M1
132Lansforsakringar Fondforvaltning AB (publ)$5.3M1
133STIFEL FINANCIAL CORP$5.2M1
134VICTORY CAPITAL MANAGEMENT INC$5.2M1
135Northwest & Ethical Investments L.P.$5.2M1
136FEARNLEY ASSET MANAGEMENT AS$5.2M1
137Empowered Funds, LLC$5.2M1
138Electrum Group LLC$5.0M1
139FIRST TRUST ADVISORS LP$5.0M1
140Osmosis Investment Management UK Ltd$5.0M1
141SIMPLEX TRADING, LLC$4.9M1
142CREDIT AGRICOLE S A$4.9M1
143Brevan Howard Capital Management LP$4.6M1
144Trek Financial, LLC$4.6M1
145FORA Capital, LLC$4.5M1
146HighTower Advisors, LLC$4.5M1
147Pine Valley Investments Ltd Liability Co$4.2M1
148SCOTIA CAPITAL INC.$4.1M1
149COMMONWEALTH EQUITY SERVICES, LLC$4.1M1
150U S GLOBAL INVESTORS INC$4.0M1
151OSAIC HOLDINGS, INC.$4.0M1
152Asset One Wealth Management LLC$3.8M1
153Quantinno Capital Management LP$3.7M1
154SEB Asset Management AB$3.3M1
155Investment Management Corp of Ontario$3.3M1
156Massar Capital Management, LP$3.3M1
157MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$3.2M1
158McAlvany Wealth Management LLC$3.0M1
159Pathstone Holdings, LLC$2.9M1
160Beirne Wealth Consulting Services, LLC$2.9M1
161PVG ASSET MANAGEMENT CORP$2.8M1
162Creative Planning$2.8M1
163Lombard Odier Asset Management (Switzerland) SA$2.7M1
164EDMOND DE ROTHSCHILD HOLDING S.A.$2.6M1
165Mariner, LLC$2.6M1
166NOMURA HOLDINGS INC$2.5M1
167PROFUND ADVISORS LLC$2.5M1
168Utah Retirement Systems$2.5M1
169STANSBERRY ASSET MANAGEMENT, LLC$2.5M1
170Enclave Advisors LLC$2.5M1
171DAVENPORT & Co LLC$2.5M1
172FIRST MANHATTAN CO. LLC.$2.5M1
173BankChampaign, National Association$2.5M1
174Grand Central Investment Group$2.4M1
175Plancorp, LLC$2.4M1
176Harvest Portfolios Group Inc.$2.4M1
177ALLIANCEBERNSTEIN L.P.$2.4M1
178Stratos Wealth Advisors, LLC$2.3M1
179Aquatic Capital Management LLC$2.3M1
180Boston Partners$2.2M1
181Harvest Investment Services, LLC$2.1M1
182WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.1M1
183Swiss Life Asset Management Ltd$2.1M1
184TRUIST FINANCIAL CORP$2.0M1
185J. Safra Sarasin Holding AG$2.0M1
186PEAK6 LLC$2.0M1
187BENJAMIN EDWARDS INC$1.9M1
188FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.9M1
189Vontobel Holding Ltd.$1.9M1
190LBP AM SA$1.8M1
191MAVERICK CAPITAL LTD$1.8M1
192American Capital Advisory, LLC$1.7M1
193Steward Partners Investment Advisory, LLC$1.7M1
194Generali Asset Management SPA SGR$1.7M1
195Private Advisor Group, LLC$1.7M1
196Towne Trust Company, N.A$1.6M1
197Sowell Financial Services LLC$1.6M1
198VestGen Advisors, LLC$1.6M1
199Advisors Asset Management, Inc.$1.6M1
200Legend Financial Advisors, Inc.$1.6M1
201ENVESTNET ASSET MANAGEMENT INC$1.5M1
202Integrated Quantitative Investments LLC$1.5M1
203StoneX Group Inc.$1.5M1
204PRELUDE CAPITAL MANAGEMENT, LLC$1.4M1
205SCHWARTZ INVESTMENT COUNSEL INC$1.4M1
206Cadence Wealth Management LLC$1.4M1
207SHEETS SMITH WEALTH MANAGEMENT$1.4M1
208Cresset Asset Management, LLC$1.3M1
209BOOTHBAY FUND MANAGEMENT, LLC$1.3M1
210BTG Pactual Asset Management US LLC$1.3M1
211MONETA GROUP INVESTMENT ADVISORS LLC$1.3M1
212BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.2M1
213Shaolin Capital Management LLC$1.2M1
214TOCQUEVILLE ASSET MANAGEMENT L.P.$1.2M1
215ALTFEST L J & CO INC$1.2M1
216Aviso Financial Inc.$1.2M1
217ELEVATUS WELATH MANAGEMENT$1.2M1
218FOX RUN MANAGEMENT, L.L.C.$1.2M1
219Moors & Cabot, Inc.$1.2M1
220Eurizon Capital SGR S.p.A.$1.2M1
221TWO SIGMA SECURITIES, LLC$1.1M1
222Retirement Planning Co of New England, Inc.$1.1M1
223ROYAL LONDON ASSET MANAGEMENT LTD$1.1M1
224Focus Partners Wealth$1.1M1
225Vanguard National Trust Co$1.1M1
226Sanctuary Advisors, LLC$1.1M1
227OXFORD ASSET MANAGEMENT LLP$1.0M1
228Titan Investment Solutions Ltd$1.0M1
229HUB Investment Partners, LLC$1.0M1
230OLD MISSION CAPITAL LLC$1.0M1
231TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$985K1
232EVERGREEN CAPITAL MANAGEMENT LLC$976K1
233Ensign Peak Advisors, Inc$954K1
234ASR Vermogensbeheer N.V.$935K1
235Cedrus Wealth Group LLC$897K1
236Headlands Technologies LLC$889K1
237Summit Financial, LLC$877K1
238GeoSphere Capital Management, LLC$870K1
239Spire Wealth Management$869K1
240Formidable Asset Management, LLC$863K1
241Metis Global Partners, LLC$852K1
242STATE STREET CORP$852K1
243E Fund Management Co., Ltd.$842K1
244CHOREO, LLC$829K1
245MERCER GLOBAL ADVISORS INC /ADV$825K1
246Hartree Partners, LP$819K1
247MML INVESTORS SERVICES, LLC$815K1
248LAFFER TENGLER INVESTMENTS, INC.$807K1
249RWA WEALTH PARTNERS, LLC$804K1
250Private Advisory Group LLC$800K1
251Avanza Fonder AB$797K1
252Marex Group Ltd$786K1
253FACTORY MUTUAL INSURANCE CO$778K1
254Clear Street Group Inc.$776K1
255TT International Asset Management LTD$752K1
256Blue Trust, Inc.$745K1
257BCS Private Wealth Management, Inc.$713K1
258Pekin Hardy Strauss, Inc.$705K1
259SIGNATUREFD, LLC$699K1
260Cerity Partners LLC$699K1
261Old Peak Finance LLC$691K1
262Themes Management Co LLC$676K1
263COLDSTREAM CAPITAL MANAGEMENT INC$674K1
264UniSuper Management Pty Ltd$670K1
265HUSSMAN STRATEGIC ADVISORS, INC.$666K1
266Clearstead Advisors, LLC$663K1
267Wealthfront Advisers LLC$662K1
268Mitsubishi UFJ Trust & Banking Corp$659K1
269VectorGlobal IAG, Inc.$658K1
270Fund Advisors of America Inc/FL$646K1
271Assenagon Asset Management S.A.$641K1
272Robertson Stephens Wealth Management, LLC$634K1
273Vanguard Personalized Indexing Management, LLC$628K1
274Tower Research Capital LLC (TRC)$617K1
275Laurion Capital Management LP$611K1
276Vivaldi Capital Management LP$611K1
277Quantessence Capital LLC$605K1
278INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$604K1
279IEQ CAPITAL, LLC$588K1
280Sequoia Financial Advisors, LLC$569K1
281Cardinal Point Capital Management ULC$567K1
282Exit Wealth Advisors, LLC.$553K1
283CWM, LLC$545K1
284Belpointe Asset Management LLC$543K1
285Concurrent Investment Advisors, LLC$538K1
286Veracity Capital LLC$526K1
287Alta Wealth Advisors LLC$519K1
288XTX Topco Ltd$514K1
289US BANCORP \DE\$510K1
290Merit Financial Group, LLC$509K1
291Bridgefront Capital, LLC$506K1
292Oxbow Advisors, LLC$505K1
293ANGELES WEALTH MANAGEMENT, LLC$503K1
294MINDSET WEALTH MANAGEMENT, LLC$496K1
295AE Wealth Management LLC$489K1
296Scientech Research LLC$485K1
297CHELSEA COUNSEL CO$478K1
298VISTA INVESTMENT PARTNERS LLC$478K1
299Compass Ion Advisors, LLC$476K1
300Arista Wealth Management, LLC$464K1
301BLAIR WILLIAM & CO/IL$463K1
302Wealthspire Retirement, LLC$452K1
303O'SHAUGHNESSY ASSET MANAGEMENT, LLC$452K1
304Net Worth Advisory Group$449K1
305HOHIMER WEALTH MANAGEMENT, LLC$437K1
306RFG Advisory, LLC$422K1
307Laird Norton Wetherby Trust Company, LLC$418K1
308Centiva Capital, LP$414K1
309Tradition Wealth Management, LLC$413K1
310Geneos Wealth Management Inc.$409K1
311NATIXIS$408K1
312Vident Advisory, LLC$402K1
313AVALON CAPITAL MANAGEMENT$382K1
314Composition Wealth, LLC$373K1
315PYA Waltman Capital, LLC$372K1
316Linden Thomas Advisory Services, LLC$372K1
317Vann Equity Management LLC$371K1
318Wealth Alliance Advisory Group, LLC$369K1
319Brookwood Investment Group LLC$363K1
320Perpetual Ltd$361K1
321WEXFORD CAPITAL LP$360K1
322SummitTX Capital, L.P.$356K1
323Stegent Equity Advisors, Inc.$355K1
324Pullen Investment Management, LLC$354K1
325D.A. DAVIDSON & CO.$353K1
326FIRST INTERSTATE BANK$349K1
327Uncommon Cents Investing LLC$346K1
328MQS Management LLC$337K1
329SIH Partners, LLLP$328K1
330Aptus Capital Advisors, LLC$326K1
331Vise Technologies, Inc.$326K1
332VOYA INVESTMENT MANAGEMENT LLC$316K1
333Post Resch Tallon Group Inc.$316K1
334Carnegie Lake Advisors LLC$315K1
335DRW Securities, LLC$312K1
336SILVER OAK SECURITIES, INCORPORATED$310K1
337Westfuller Advisors, LLC$309K1
338Fractal Investments LLC$304K1
339CHILTON CAPITAL MANAGEMENT LLC$299K1
340Baader Bank Aktiengesellschaft$297K1
341Savant Capital, LLC$286K1
342RW Investment Management LLC$285K1
343MAI Capital Management$281K1
344GFS Advisors, LLC$274K1
345Cladis Investment Advisory, LLC$273K1
346SIG North Trading, ULC$273K1
347FLAGSHIP HARBOR ADVISORS, LLC$262K1
348Essex Financial Services, Inc.$262K1
349Commonwealth Financial Services, LLC$260K1
350C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$260K1
351TMB Capital Partners, LLC$253K1
352Jefferies Financial Group Inc.$253K1
353LaSalle St. Investment Advisors, LLC$253K1
354UNITED CAPITAL FINANCIAL ADVISORS, LLC$246K1
355Pinnacle Financial Partners, Inc.$246K1
356Blueshift Asset Management, LLC$242K1
357Mountain Capital Investment Advisors Inc.$235K1
358MGO ONE SEVEN LLC$233K1
359Parkside Financial Bank & Trust$232K1
360KEYBANK NATIONAL ASSOCIATION/OH$231K1
361Fiscal Wisdom Wealth Management, LLC$231K1
362Wealthcare Advisory Partners LLC$230K1
363Ballentine Partners, LLC$228K1
364RITHOLTZ WEALTH MANAGEMENT$225K1
365TWINBEECH CAPITAL LP$225K1
366Bayforest Capital Ltd$222K1
367Bull Harbor Capital LLC$219K1
368FOUNDATIONS INVESTMENT ADVISORS, LLC$218K1
369Prospera Financial Services Inc$217K1
370Gibraltar Capital Management, Inc.$213K1
371Privium Fund Management B.V.$213K1
372ABBINGTON INVESTMENT GROUP$212K1
373Semanteon Capital Management, LP$212K1
374Corient Private Wealth LLC$212K1
375Nicholson Meyer Capital Management, Inc.$202K1
376Banque Cantonale Vaudoise$201K1
377Axiom Investment Management LLC$183K1
378MARK SHEPTOFF FINANCIAL PLANNING, LLC$168K1
379MCF Advisors LLC$158K1
380Arax Advisory Partners$133K1
381Elequin Capital, LP$133K1
382Cromwell Holdings LLC$128K1
383Larson Financial Group LLC$116K1
384LOM Asset Management Ltd$109K1
385HHM Wealth Advisors, LLC$109K1
386INGALLS & SNYDER LLC$97.2K1
387EASTERN BANK$96.0K1
388UMB Bank, n.a.$92.6K1
389BOK Financial Private Wealth, Inc.$90.6K1
390HRT FINANCIAL LP$75.2K1
391Alternative Investment Advisors, LLC.$65.6K1
392Kingsview Wealth Management, LLC$59.2K1
393EFG International AG$56.8K1
394Allworth Financial LP$56.5K1
395ASSETMARK, INC$52.8K1
396ELEVATION WEALTH PARTNERS, LLC$52.4K1
397AlphaCentric Advisors LLC$51.1K1
398Bank Julius Baer & Co. Ltd, Zurich$51.0K1
399Wealth Enhancement Trust Services, Inc.$49.6K1
400Paladin Partners, LLC$49.2K1
401QUADRANT CAPITAL GROUP LLC$45.8K1
402Intesa Sanpaolo Wealth Management$43.7K1
403DAGCO, INC.$38.0K1
404DUNCKER STREETT & CO INC$33.5K1
405MONTAG A & ASSOCIATES INC$32.8K1
406Quintet Private Bank (Europe) S.A.$32.2K1
407Pacifica Partners Inc.$31.5K1
408FIFTH THIRD BANCORP$28.2K1
409TOMPKINS FINANCIAL CORP$23.6K1
410Smartleaf Asset Management LLC$22.8K1
411Advocate Investing Services LLC$21.9K1
412ALLIANZ SE$21.8K1
413Evelyn Partners Asset Management Ltd$20.9K1
414FINANCIAL CONSULATE, INC$20.4K1
415GABLES CAPITAL MANAGEMENT INC.$18.3K1
416True Wealth Design, LLC$18.2K1
417CONTRAVISORY INVESTMENT MANAGEMENT, INC.$17.7K1
418Tradewinds Capital Management, LLC$16.7K1
419WOLFF WIESE MAGANA LLC$16.4K1
420Caitlin John, LLC$16.4K1
421GHP Investment Advisors, Inc.$15.9K1
422CANADA LIFE ASSURANCE Co$12.9K1
423DekaBank Deutsche Girozentrale$12.0K1
424Purpose Unlimited Inc.$10.9K1
425Investors Research Corp$9.9K1
426Legacy Wealth Managment, LLC/ID$9.8K1
427MATHER GROUP, LLC.$9.6K1
428POM Investment Strategies, LLC$9.1K1
429GLOBAL STRATEGIC MANAGEMENT INC$8.1K1
430Bell Investment Advisors, Inc$7.9K1
431Annis Gardner Whiting Capital Advisors, LLC$7.8K1
432JFS WEALTH ADVISORS, LLC$7.8K1
433NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.7K1
434Wilmington Savings Fund Society, FSB$7.6K1
435Pinnacle Wealth Planning Services, Inc.$5.4K1
436Beaird Harris Wealth Management, LLC$5.0K1
437CVA Family Office, LLC$4.4K1
438Hickory Point Bank & Trust$4.1K1
439Transamerica Financial Advisors, LLC$3.9K1
440SWAN Capital LLC$3.8K1
441Scarborough Advisors, LLC$3.6K1
442MASECO LLP$3.5K1
443ACADIAN ASSET MANAGEMENT LLC$3.3K1
444SJS Investment Consulting Inc.$3.1K1
445Stone House Investment Management, LLC$3.0K1
446PROFFITT & GOODSON INC$2.7K1
447Greenwich Wealth Management LLC$2.7K1
448VISION FINANCIAL MARKETS LLC$2.6K1
449Signature Equity Partners, LLC$2.4K1
450Elevated Capital Advisors, LLC$2.1K1
451GSA CAPITAL PARTNERS LLP$2.1K1
452THRIVENT FINANCIAL FOR LUTHERANS$1.8K1
453Inspire Investing, LLC$1.7K1
454Kilter Group LLC$1.5K1
455N.E.W. Advisory Services LLC$1.3K1
456Godfrey Financial Associates, Inc.$1.1K1
457MV CAPITAL MANAGEMENT, INC.$4921
458Harel Insurance Investments & Financial Services Ltd.$3091
459Employees Retirement System of Texas$2651
460Rachor Investment Advisory Services, LLC$1101
461Harvest Fund Management Co., Ltd$121
462Capital Analysts, LLC$81
463NOMURA ASSET MANAGEMENT CO LTD$01
464BARINGS LLC$01
465VANGUARD GROUP INC$01
466GLENMEDE TRUST CO NA$01
467HARBOUR INVESTMENTS, INC.$01
468DELTA ASSET MANAGEMENT LLC/TN$01
469CIBC WORLD MARKETS CORP$01
470PARK AVENUE SECURITIES LLC$01
471PRUDENTIAL FINANCIAL INC$01
472CLOUGH CAPITAL PARTNERS L P$01
473PERRITT CAPITAL MANAGEMENT INC$01
474WOLVERINE ASSET MANAGEMENT LLC$01
475CIBC Private Wealth Group LLC$01
476CoreCommodity Management, LLC$01
477NORGES BANK$01
478J.W. COLE ADVISORS, INC.$01
479PCJ Investment Counsel Ltd.$01
480EXCHANGE TRADED CONCEPTS, LLC$01
481TWO SIGMA ADVISERS, LP$01
482Clear Harbor Asset Management, LLC$01
483Skandinaviska Enskilda Banken AB (publ)$01
484Twin Tree Management, LP$01
485Moneda S.A. Administradora General de Fondos$01
486Candriam S.C.A.$01
487Waratah Capital Advisors Ltd.$01
488Slate Path Capital LP$01
489ASAHI LIFE ASSET MANAGEMENT CO., LTD.$01
490Cumberland Partners Ltd$01
491Brookstone Capital Management$01
492Caprock Group, LLC$01
493True North Advisors, LLC$01
494XPONANCE LLC$01
495Clarius Group, LLC$01
496Rokos Capital Management LLP$01
497Independent Advisor Alliance$01
498AlphaCore Capital LLC$01
499DV Trading LLC$01
500Kovack Advisors, Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 1 sell
Congress net ($ bound)−$100K to −$50.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PAAS

RETAINED WINDOW · ACTIVE HITS

Zero hits on PAAS in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for PAAS · financials and macro

Financials — as filed PLANNED

PAAS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PAAS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing